Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,240 | $88,672+20.9% | $105,223+1.9% | $82,448+30.1% |
| Participation rate | 96.2% | 67.9%+28.2pp | 75.0%+21.1pp | 68.1%+28.1pp |
| Annual return | 18.08% | 30.86%-12.8pp | 180.65%-162.6pp | 41.64%-23.6pp |
| Employer contribution / active EE | $3,181 | $3,048+4.4% | $3,689-13.7% | $2,551+24.7% |
| Participant deferral / active EE | $8,104 | $4,036+100.8% | $5,072+59.8% | $4,139+95.8% |
| Admin fee / account holder | $1,700 | $7,146-76.2% | $8,859-80.8% | $7,234-76.5% |